3 - 5 years
4 - 8 Lacs
Posted:1 month ago|
Platform:
Work from Office
Full Time
Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.
Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.
Muthoot FinCorp (MFL)
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